Farther · 13 hours ago
Associate Vice President, Focus Team - Wealth Advisor
United States
Full-time
Remote
Mid Level
2+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As an AVP, Wealth Advisor on the Focus Team, you will build your own book of business while leveraging established market access and specialized knowledge to serve high-net-worth clients effectively.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Build Your Client Base: Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can't—giving you direct access to qualified prospects in environments where trust is already established
Deliver Exceptional Advisory Services: Conduct comprehensive discovery sessions that uncover clients' true financial objectives. Present customized wealth management solutions using Farther's technology platform to deliver a client experience that traditional advisories simply can't match
Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn't generic sales training—it's the kind of insider knowledge that builds instant credibility
Grow With The Team: Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours
Qualification
Required
2+ years of proven success in financial services sales, with specific experience advising stock market investors
Current Investment Adviser Representative designation, Series 65
Demonstrated history of exceeding client acquisition targets
Exceptional relationship-building abilities and consultative selling approach
Comprehensive understanding of investment vehicles, strategies, and market dynamics
Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
Advanced proficiency with modern CRM systems and financial planning software
Preferred
MBA, CFP®, or other prestigious financial certifications
Established and transferable book of business
Proven track record working with high-net-worth individuals ($1M+ investable assets)
Experience in fintech or digital-first wealth management environments
Data-driven approach to prospecting and client relationship management
Benefits
Comprehensive medical benefits (health & dental, vision)
Retirement benefits 401(k) matching & Mega Backdoor Roth
Unlimited PTO
Growth opportunities at a fast-scaling fintech
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase